Financial Planning and Analysis (FP&A)

Trillium Valves USA is seeking a passionate finance professional with FP&A experience to help bring energy, discipline and rigor to the leadership team. Objectives &Measurement The FP&A position will have responsibility for the finance and analysis functions for this business entity. Primary areas of focus for Financial Planning and Analysis will be to: Take full ownership of all forecasting and budgeting responsibilities for both Income Statement and Balance Sheet Lead the annual budgeting and quarterly forecasting cycles Work with the Controller to identify areas to improve profitability Perform analysis of monthly actual financial statement variances and Actual business performance levels Fluent in the use of M3 ERP and Cognos reporting systems Responsible for coordinating 5-year Strategic Planning model Perform analysis of sales profitability by product line and customer Ensure overhead rates and absorption variances are updated regularly Ensure all business and Group deadlines are met with regards to forecasts, actuals and budgets and ad hoc requests Various ad hoc analyses as necessary including management and assessing of capital project investments Scope of responsibilities More specifically: Provide leadership as a member of the finance team: Partner effectively with the Controller and Plant Functions to drive results Act as a sounding board and provide support to the broader leadership team Challenge appropriately Strengthen/Develop the FP&A finance function: Ability to quickly and accurately interpret sales and operational data and formulate the impact on forecasts, budgets and actual results Oversee of all activities of annual budget process, monthly forecasts and monthly actual results including Bookings/Revenue, Gross Margins, Costs and EBITDA and cash management Provide strong people leadership, mentoring and development to the finance team and other plant functions Strategic planning and analysis: Collaborate/drive the 5 year strategic plan with functional leaders Use data to drive business strategy in key areas - Markets, Competition, Pricing, Suppliers and Customers Set and prioritize initiatives to achieve targets Ensure that entire organization is aware of key elements of the strategic plan and annual budgeting process through constant and effective communication Establish qualitative and quantitative strategic goals Manage internal financial reporting and budgeting: Build a strong, disciplined infrastructure that drives excellence in internal reporting, budgeting, and analysis Manage applicable Key Performance Indicators (KPI) Ensure that standardized systems, processes, and controls are in place in all areas of the business to track, measure, and maximize operational efficiency and effectiveness. Develop thorough understanding of M3 ERP and Cognos systems Provide useful and timely financial reporting, including appropriate weekly, monthly, quarterly and annual reports Analyze financial statements and communicate recommendations to the leadership team Job Knowledge / Education and Qualifications The details described here are representative of those that are encountered by or must be met by an employee to successfully perform the essential functions of this job. Including but not limited to: A Bachelor’s degree is required, preferably in accounting or finance. An MBA or CPA designation is highly desirable Well-rounded technical financial skills balanced with sound business judgment. The ability to assist other leaders with non-financial backgrounds Relevant industry experience is not required, but familiarity with the heavy industrial or nuclear power industry is a definite plus Must have a background in financial manufacturing with prior experience managing manufacturing overhead, costing and variances Must be a proven change manager Language: Ability to read, analyze, and interpret complex documents. Ability to respond effectively to sensitive inquiries. Ability to make effective and persuasive presentations to top management, public groups, and/or boards of directors. Exceptional communication skills are necessary. Mathematical Skills: Five to Eight years of accounting and/or financial analysis. Prior experience in both corporate and operational focused roles preferred. Excellent business and analytical skills with a high degree of intelligence and creativity along with a comprehensive knowledge of accounting, internal financial controls and financial tools. Reasoning Ability: Ability to apply principles of logical thinking to a wide range of intellectual and practical problems. Ability to deal with formulas, scientific equations, graphs, etc. Capable of quickly establishing credibility and persuading professionals at all levels. Confident and self-aware with excellent interpersonal and communication skills, both written and verbal. Intelligent, with excellent analytical and strategic skills. Good business judgment and problem solving skills. Strong results orientation and a tireless work ethic. Must be tenacious, with the emotional intelligence to know when to push harder and when to look for alternative approaches. Excellent relationship building skills and the ability to work effectively in a team environment. Computer Skills: Accounting Database Spreadsheets and word processing ERP Banking software Payroll software We also offer the following benefits: Blue Cross Blue Shield/with Prescription Coverage Delta Dental Premium Vision Plan (Employee Pays Premium) 401k Retirement Plan Employee Assistance Plan Flex Section 125 Cafeteria Plan Life Insurance Accidental Death & Disbursement Insurance Tuition Reimbursement Company Travel & Accident Insurance Holiday Pay for 11 Days PTO Severe Weather Days Metropolitan Credit Union Short Term Disability Insurance (for employees working an average of 32 hours a week) Voluntary Long Term Disability (Employee Pays Premium) Voluntary Life Insurance and AD&D (Employee Pays Premium) InfoArmour Identity Protection (Employee Pays Premium) Voluntary Critical Care Insurance (Employee Pays Premium) Voluntary Pet Insurance (Employee Pays Premium) We are an equal opportunity employer M/F/H/V.